Anic Equity¶
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Total return since start: 0.687 %¶
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Equity now: -----------------------------> 51539.43 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48340.37 Kr¶
PnL: ---------------------------------------> -747.2 Kr¶
DD now: ---------------------------------> -0.78 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 09:19:59.823005'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -3.000000 | 3321.000000 | 141.000000 | 4.430000 | 3180.000006 |
| HMS Networks | 2 | 1.750000 | 792.000000 | 119.000000 | 17.680000 | 673.000000 |
| HEBA B | 70 | 1.830000 | 2723.000000 | 87.000000 | 3.300000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.180000 | 3538.000000 | 84.000000 | 2.430000 | 3453.999992 |
| SAAB B | 8 | 0.330000 | 3428.000000 | 51.000000 | 1.510000 | 3377.000000 |
| Swedbank A | 3 | 1.350000 | 609.300000 | 45.300000 | 8.030000 | 564.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Resurs Holding | 22 | 0.470000 | 614.240000 | 40.240000 | 7.010000 | 573.999998 |
| AcadeMedia | 12 | 0.810000 | 596.160000 | 39.160000 | 7.030000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.680000 | 390.100000 | 35.100000 | 9.890000 | 355.000000 |
| Norva24 Group | 16 | 0.000000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| Intrum | 4 | 1.370000 | 546.800000 | 19.800000 | 3.760000 | 527.000000 |
| OEM International B | 7 | 0.650000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 1.440000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Boozt | 12 | 1.990000 | 1663.200000 | 9.200000 | 0.560000 | 1653.999996 |
| Coor Service Management Hold. | 8 | 0.750000 | 538.000000 | 6.000000 | 1.130000 | 532.000000 |
| Securitas B | 6 | 0.650000 | 575.760000 | 5.760000 | 1.010000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.360000 | 250.560000 | 4.560000 | 1.850000 | 246.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Corem Property Group B | 59 | 2.620000 | 578.500000 | 1.500000 | 0.260000 | 576.999999 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Midsona B | 63 | 1.310000 | 582.750000 | -0.250000 | -0.040000 | 582.999984 |
| Handelsbanken A | 5 | -0.320000 | 542.500000 | -3.500000 | -0.640000 | 546.000000 |
| Sampo Oyj SDB | 7 | 0.460000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| CTEK | 13 | 0.880000 | 504.270000 | -29.730000 | -5.570000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.360000 | 564.500000 | -30.070000 | -5.060000 | 594.565215 |
| Essity B | 2 | -0.920000 | 540.400000 | -33.600000 | -5.850000 | 574.000000 |
| Vivesto | 1368 | 0.000000 | 560.880000 | -52.120000 | -8.500000 | 612.999432 |
| Fasadgruppen Group | 38 | -2.010000 | 4081.200000 | -59.800000 | -1.440000 | 4140.999992 |
| Essity A | 4 | -0.550000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Beijer Electronics Group | 27 | -0.360000 | 2991.600000 | -92.400000 | -3.000000 | 3083.999994 |
| OX2 | 22 | 2.670000 | 1817.200000 | -171.800000 | -8.640000 | 1989.000002 |
| Axfood | 15 | -3.760000 | 3882.000000 | -418.000000 | -9.720000 | 4300.000005 |
| Ovzon | 64 | 0.000000 | 3398.400000 | -597.600000 | -14.950000 | 3996.000000 |
| TOTAL | 48340.370000 | -747.200000 | -0.77958% | 49087.564636 |
Updated:¶
'2023-02-01 09:20:12.747544'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
